Research Briefing
Africa is a key source of the minerals that will be central to the green energy transition. The level of...
Research Briefing
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Displaying 1 to 20 of 2361 results
Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Research Briefing
Hard data indicate a positive start to Q2, and we expect the economy tostrengthen further through the summer. While a...
Research Briefing
Our Latin America Recovery Tracker (LART) fell slightly (-0.7pts) during the week ending June 18, following two consecutive weekly gains....
Research Briefing
The Colombian economy is finally showing hints of an inflation build-up, with monthly CPI rising above its seasonal average in...
Research Briefing
Myanmar’s Feb. 1 military coup, which ousted the newly reelected NDL party over unsubstantiated claims of election fraud, has been...
Research Briefing
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As...
Research Briefing
Raising Canada’s federal carbon levy to C$170/tonne by 2030 will make solid progress but fall short on the country’s ambitious...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
Bahrain locked down again on 27th May after a surge in new Covid-19 cases, despite having one of the world's...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Export prices have surged over the past 9 months, driven by record high iron ore prices. This has driven the...
Research Briefing
Successful vaccine rollouts continue to improve the upside potential for global travel following a depressing start to the year. Advanced...
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
We will publish our latest city forecasts at the end of June, showing that for the world’s major cities, 2020’s...
Research Briefing
Beyond leaving monetary policy settings unchanged at meeting on 18th June, the Bank of Japan also extended the deadline of...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
If implemented, the global tax reforms agreed at this month’s G7 meeting would set a floor for corporate tax rates...
